John Rosario Benfanti

Current Employers

Employment History

• 12/1990 → Present
  Health Plus Insurance Agency
  Los Alamitos, CA
• 01/2013 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 12/2019 → Present
  Stonex Securities Inc
  Los Alamitos, CA
• 04/2022 → Present
  Stonex Advisors Inc
  Los Alamitos, CA

Other Businesses

1)HEALTH-PLUS INSURANCE AGENCY INC, INVESTMENT RELATED, 3561 HOWARD AVE STE 205 LOS ALAMITOS CA 90720, NATURE OF BUSINESS: INSURANCE SALES. 100% OWNER, POSITION: PRESIDENT, 12/1990 AND INCORPORATED 1/2000, 160 HRS/MONTH AND 140 HRS/MONTH DURING TRADING HOURS, DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS. 2) JGB Properties LLC and Benfanti Family Trust Nature of Business: I own the following: 8 unit Commercial building held in the JGB Properties LLC. 4 Unit Apartment building held in Benfanti Family Trust 2 condos held in Benfanti Family Trust All properties are rental Income properties in which I perform property management functions. Everything is solely held by myself and my wife. No partners. Investment Related: No Business Position: Member, Trustee Business Duties: Property Management Functions, Renting, improving, managing. Business Start Date: 07/01/2003 Approximately 20 hours spent on this OBA monthly, with 10 hours spent on this OBA monthly during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-29
• S63 Uniform Securities Agent State Law Examination
  2001-05-16
• S65 Uniform Investment Adviser Law Examination
  1999-10-26